Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.97%
6 Months
3.88%
23.68%
1 Year
−7.98%
18.36%
3 Years
11.06%
19.56%
5 Years
10.06%
16.83%
Since Inception
11.56%
14.91%
Fund Age
5 yrs 3 mo
9 yrs 3 mo
AUM
₹106.37 Cr
₹884.23 Cr
Alpha – 1 Year
−10.96%
13.64%
Alpha – 3 Years
−0.82%
7.47%
Information Ratio – 3 Years
0.00
0.73
Volatility – 1 Year
16.00%
27.03%
Volatility – 3 Years
17.59%
23.64%
Beta – 1 Year
0.79
1.39
Beta – 3 Years
0.97
1.25
Sharpe Ratio – 1 Year
-0.78
0.55
Sharpe Ratio – 3 Years
0.42
0.71
Worst Rolling Year
—
-7.52%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−24.68%
Recovery Period
—
97 days
1-Year Rolling Windows Positive
—
91.90%
Median Rolling Year
—
22.43%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 23% · S 57%
Number of Stocks
—
18
Portfolio P/E
—
42.38
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
—
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%